See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,185 | $105,181+25.7% | $159,436-17.1% | $85,850+54.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 21.07% | 45.07%-24.0pp | 263.57%-242.5pp | 318.53%-297.5pp |
| Employer contribution / active EE | $3,016 | $3,318-9.1% | $4,829-37.6% | $2,565+17.6% |
| Participant deferral / active EE | $9,225 | $5,945+55.2% | $7,352+25.5% | $3,952+133.4% |
| Admin fee / account holder | $2,762 | $6,933-60.2% | $10,799-74.4% | $6,260-55.9% |